Download presentation
Presentation is loading. Please wait.
1
Managing your take care® by WageWorks Plan
Employee Website Guide Managing your take care® by WageWorks Plan
2
© 2015 WageWorks Inc. All rights reserved.
Sample Agenda Page Registering Your Account Benefits Claims & Payments Card Center Go Mobile Settings Contact Us © 2015 WageWorks Inc. All rights reserved.
3
Registering Your Account
© 2015 WageWorks Inc. All rights reserved.
4
Registering Your Account
Go to then click on ‘Participant Account’ at the top of the page. © 2015 WageWorks Inc. All rights reserved.
5
Registering Your Account
Click ‘New User Registration’ © 2015 WageWorks Inc. All rights reserved.
6
Registering Your Account
Complete the required information; you will need to provide your: First & Last Name Date of Birth Home Zip Code Last 4 digits of Social Security Number Enter Special characters in display box © 2015 WageWorks Inc. All rights reserved.
7
Registering Your Account
Confirm your Employer © 2015 WageWorks Inc. All rights reserved.
8
Registering Your Account
Create your User Name & Password © 2015 WageWorks Inc. All rights reserved.
9
Registering Your Account
© 2015 WageWorks Inc. All rights reserved.
10
© 2015 WageWorks Inc. All rights reserved.
Benefits © 2015 WageWorks Inc. All rights reserved.
11
Benefits Under Benefits You Can:
View the available balance for each elected benefit Confirm ‘Use it from’ and ‘Claim it by’ dates View qualified expenses lists for all elected benefits © 2015 WageWorks Inc. All rights reserved.
12
Benefits – Qualified Expenses List
© 2015 WageWorks Inc. All rights reserved.
13
Benefits – Savings & Spending
© 2015 WageWorks Inc. All rights reserved.
14
© 2015 WageWorks Inc. All rights reserved.
Claims & Payments © 2015 WageWorks Inc. All rights reserved.
15
Claims & Payments – Submit a Claim for Reimbursement
When submitting a claim: Enter information one receipt at a time Provide proof of service You will need an itemized receipt, statement or bill that contains: Provider’s name Date of service Description of service Cost Name of person receiving service © 2015 WageWorks Inc. All rights reserved.
16
Claims & Payments – Submit a Claim for Reimbursement
© 2015 WageWorks Inc. All rights reserved.
17
Claims & Payments – Submit a Claim for Reimbursement
© 2015 WageWorks Inc. All rights reserved.
18
Claims & Payments – Submit a Claim to “Pay My Provider”
When submitting a claim: Selecting pay my provider activates the button Select or Add a Provider. 2. Click on Select or Add a Provider. © 2015 WageWorks Inc. All rights reserved.
19
Claims & Payments – Submit a Claim to “Pay My Provider”
When submitting a claim: To add a new provider, click on Add a New Provider To use an existing provider, highlight the provider and select Use selected provider for this claim © 2015 WageWorks Inc. All rights reserved.
20
Claims & Payments – Submit a Claim to “Pay My Provider”
When submitting a claim: Enter in providers Name and address information and phone number The system may update the address and add the 4 digit extension to the zip code. Please click “OK” © 2015 WageWorks Inc. All rights reserved.
21
Claims & Payments – Submit a Claim to “Pay My Provider”
When submitting a claim: With a provider added, please complete the remaining online claim entry fields as it noted above under Submitting a Reimbursement Claim . Under the pay my provider screen, two additional fields are included - Account Number and Invoice Number. Both fields are optional, but are strongly recommended to include this claim information to ensure your provider can properly apply the payment to the correct account. Click on Add to proceed. © 2015 WageWorks Inc. All rights reserved.
22
Claims & Payments – Uploading Receipts
Upload Your Receipts Print and Mail or Fax Your Claim When submitting a claim for Dep. Care and Parking/Transit benefits – if you do not have a receipt you will need to print the claim form and manually submit it to WageWorks. © 2015 WageWorks Inc. All rights reserved.
23
Claims & Payments – Manage Direct Deposit
© 2015 WageWorks Inc. All rights reserved.
24
Claims & Payments – Claim Activity
© 2015 WageWorks Inc. All rights reserved.
25
© 2015 WageWorks Inc. All rights reserved.
Card Center © 2015 WageWorks Inc. All rights reserved.
26
Card Center – Flex Benefits Card
You have the option to request additional debit cards for your spouse and/or dependents. To request an additional debit card you will select the Flex Benefits Card option. © 2015 WageWorks Inc. All rights reserved.
27
Card Center – Flex Benefits Card
Select ‘Get Started’ at the bottom of the page © 2015 WageWorks Inc. All rights reserved.
28
Card Center – Flex Benefits Card
Enter the First and Last name that you would like to appear on the card and select ‘Submit’. Note: Only one additional card can be ordered per day. © 2015 WageWorks Inc. All rights reserved.
29
Card Center – Flex Benefits Card
© 2015 WageWorks Inc. All rights reserved.
30
© 2015 WageWorks Inc. All rights reserved.
Go Mobile © 2015 WageWorks Inc. All rights reserved.
31
© 2015 WageWorks Inc. All rights reserved.
Go Mobile © 2015 WageWorks Inc. All rights reserved.
32
© 2015 WageWorks Inc. All rights reserved.
Settings © 2015 WageWorks Inc. All rights reserved.
33
Settings – Change Email Address
© 2015 WageWorks Inc. All rights reserved.
34
Settings – Change User Name/Password
© 2015 WageWorks Inc. All rights reserved.
35
Settings – Manage Personal Info
© 2015 WageWorks Inc. All rights reserved.
36
© 2015 WageWorks Inc. All rights reserved.
Contact Us © 2015 WageWorks Inc. All rights reserved.
37
© 2015 WageWorks Inc. All rights reserved.
Contact Us © 2015 WageWorks Inc. All rights reserved.
38
© 2015 WageWorks Inc. All rights reserved.
Similar presentations
© 2024 SlidePlayer.com. Inc.
All rights reserved.